Carlisle to acquire Bonded Logic assets, boosting insulation offerings

Published 15/05/2025, 14:26
Carlisle to acquire Bonded Logic assets, boosting insulation offerings

SCOTTSDALE, Ariz. - Carlisle Companies Incorporated (NYSE:CSL), a $17.24 billion market cap building products leader with a strong financial health rating according to InvestingPro, has entered into a definitive agreement to acquire assets from Bonded Logic, Inc. and Phoenix Fibers, LLC, enhancing its portfolio with sustainable insulation products. Known for its natural fiber insulation, Bonded Logic aligns with Carlisle’s Vision 2030 strategy, focusing on building products that contribute to energy efficiency and sustainability.

The transaction, expected to close in the second quarter of 2025, is subject to customary closing conditions. Carlisle’s President and CEO, Chris Koch, stated that this acquisition would expand their building envelope product range and support the development of their Henry® UltraTouch™ Denim Insulation, made from recycled fibers. With the company maintaining a healthy 37.47% gross profit margin and operating with moderate debt levels, he emphasized the potential for long-term revenue and margin growth as part of Carlisle’s broader objectives.

Carlisle, a leading supplier of building envelope products, is on a strategic pivot to become a pure-play building products company. This move is in line with their commitment to innovation, synergistic mergers and acquisitions, and sustainability. The company, which has maintained dividend payments for 55 consecutive years and raised them for 32 straight years, has pledged to achieve net-zero greenhouse gas emissions by 2050, reflecting its dedication to environmental responsibility.

This acquisition represents a significant step for Carlisle as it continues to invest in products and solutions that aim to make buildings more energy-efficient while offering labor savings for contractors. It is a continuation of their balanced capital deployment strategy, which also includes share repurchases and dividend increases.

Investors are advised that the information is based on a press release statement, and as with all mergers and acquisitions, the final outcome will depend on the fulfillment of the closing conditions. Carlisle’s forward-looking statements indicate their current expectations for the acquisition’s success and the anticipated benefits to the company’s growth and sustainability goals.

In other recent news, Carlisle Companies Incorporated reported its first-quarter 2025 earnings, surpassing analysts’ expectations with an adjusted earnings per share (EPS) of $3.61 compared to the projected $3.48. The company achieved revenue of $1.1 billion, aligning with forecasts, although this represented a flat performance year-over-year. Carlisle’s adjusted EBITDA margin decreased by 40 basis points to 21.8%, reflecting some cost pressures. The company’s CCM segment saw a 2% increase in revenue year-over-year, while the CWT segment experienced a 5% decline. In other developments, Carlisle announced a $1.00 per share dividend to be paid on June 2, 2025, reflecting its ongoing commitment to shareholder returns. The European Commission granted full marketing authorization to FILSPARI, a treatment for IgA nephropathy, which is expected to result in a $17.5 million milestone payment for Travere Therapeutics from CSL Vifor. Additionally, Carlisle remains focused on its strategic goals, including mid-single-digit revenue growth and a 50 basis point expansion in EBITDA margin for the year.

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